Stifel Financial

Stifel Financial Portfolio holdings

AUM $94.1B
This Quarter Return
-1.16%
1 Year Return
+9.36%
3 Year Return
+33.92%
5 Year Return
+141.11%
10 Year Return
+229.15%
AUM
$94.1B
AUM Growth
-$1.93B
Cap. Flow
+$406M
Cap. Flow %
0.43%
Top 10 Hldgs %
15.8%
Holding
3,589
New
184
Increased
1,700
Reduced
1,433
Closed
141

Top Buys

1
$242M
2
$106M
3
$72.5M
4
$72.4M
5
$68.8M

Top Sells

1
$244M
2
$227M
3
$112M
4
$85.9M
5
$78.8M

Sector Composition

1Technology18.49%
2Financials9.84%
3Industrials9.63%
4Healthcare8.92%
5Consumer Staples7.48%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$9.14M0.01% 296,096
-86,852
-23%
-$2.68M
$9.14M0.01% 78,067
+33,960
+77%
+$3.97M
$9.12M0.01% 548,555
+28,568
+5%
+$475K
$9.12M0.01% 150,799
+16,593
+12%
+$1M
$9.12M0.01% 7,591
-572
-7%
-$687K
$9.1M0.01% 65,482
-33,605
-34%
-$4.67M
$9.09M0.01% 24,654
+475
+2%
+$175K
$9.04M0.01% 304,543
+8,563
+3%
+$254K
$9.03M0.01% 587,747
-104,105
-15%
-$1.6M
$8.98M0.01% 57,157
-29,983
-34%
-$4.71M
$8.97M0.01% 152,203
-158,740
-51%
-$9.35M
$8.93M0.01% 222,629
-4,757
-2%
-$191K
$8.9M0.01% 45,707
+5,700
+14%
+$1.11M
$8.82M0.01% 28,762
-762
-3%
-$234K
$8.81M0.01% 105,415
+6,146
+6%
+$514K
$8.78M0.01% 388,931
+337,727
+660%
+$7.62M
$8.75M0.01% 913,811
+103,628
+13%
+$993K
$8.75M0.01% 76,261
+4,582
+6%
+$526K
$8.74M0.01% 191,503
+89,787
+88%
+$4.1M
$8.74M0.01% 41,167
-8,084
-16%
-$1.72M
$8.73M0.01% 132,321
-332
-0.3%
-$21.9K
$8.72M0.01% 240,741
+34,024
+16%
+$1.23M
$8.72M0.01% 155,013
-10,984
-7%
-$618K
$8.72M0.01% 39,896
-1,469
-4%
-$321K
$8.71M0.01% 99,044
+46,385
+88%
+$4.08M
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